Highest-materiality recent filing
Albertsons Q4 adj EPS $0.48 (+4% YoY); opioid charge $774M; dividend +13%; buyback to $2B
Q4 adj net income $252M ($0.48) vs $269.5M ($0.46) prior year; adj EBITDA $903M.
Albertsons prices $2.1B senior notes offering to refinance 2027/2028 notes
Upsized offering: $1.2B of 5.625% senior notes due 2032 and $900M of 5.750% 2034 notes.
Albertsons Q3: adj EPS $0.72, identical sales +2.4%, digital +21%, 2025 guidance narrowed
Net income $293M ($0.55/share); adjusted net income $390M ($0.72/share).
Albertsons issues $1.5B of new senior notes to refinance 2026 notes and repay ABL
$700M 5.500% notes due 2031 and $800M 5.750% notes due 2034 issued.
Albertsons enters $750M accelerated share repurchase; buyback program expanded to $2.75B
Company pays $750M to JPMorgan on Oct 15, 2025; expects initial delivery of ~80% of shares underlying ASR.
Albertsons Q2 adj. EPS $0.44 vs $0.51 YoY; announces $750M ASR, raises FY25 EPS outlook
Net income $168.5M ($0.30/sh) vs $145.5M ($0.25) YoY; adjusted net income $248.4M ($0.44/sh) down from $301M ($0.51).
Albertsons Q1 net income $236M ($0.41/sh); raises identical sales guidance to 2.0-2.75%
Net sales $24.88B (+2.5% YoY); identical sales +2.8%; digital sales +25%.
Q4 net income $172M ($0.29 diluted EPS); adjusted net income $270M ($0.46 EPS) vs $318M ($0.54) YoY. Revenue $18.8B (+2.7%), identical sales +2.3%.
Albertsons CEO Vivek Sankaran to retire May 1; COO Susan Morris appointed successor
CEO Vivek Sankaran to retire effective May 1, 2025, as part of planned succession; no disagreement with company.
Effective February 21, 2025, Frank Bruno was appointed as a member of the Board for the term expiring at the Company's 2025 annual meeting of stockholders or until his successor is duly elected and qualified.
On February 21, 2025, Stephen Feinberg resigned from the Board of Directors (the "Board") of Albertsons Companies, Inc. (the "Company").
Max materiality 0.75 · Median 0.55 · Most common event debt